Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
SIEBERT LUTHERAN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 755
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI53201
A Employer identification number

39-6050046
B Telephone number (see instructions)

(414) 269-2832
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$128,553,017J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 310,185
2 Check right arrow.............
3 Interest on savings and temporary cash investments 41 41  
4 Dividends and interest from securities... 3,015,435 3,015,435  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,929,193
b Gross sales price for all assets on line 6a 36,933,840
7 Capital gain net income (from Part IV, line 2)... 8,944,222
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,200 0  
12 Total. Add lines 1 through 11........ 12,257,054 11,959,698  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 297,530 29,753   267,778
14 Other employee salaries and wages...... 687,002 47,345   598,302
15 Pension plans, employee benefits....... 229,740 27,354   246,183
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,585 0   3,480
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
94,365 71,502   22,625
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
424,298 352,256   72,042
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
217,449 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
65,247 0  
20 Occupancy.............. 64,965 4,136   60,486
21 Travel, conferences, and meetings....... 129,200 10,964   117,526
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
164,423 1,854   162,990
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,377,804 545,164   1,551,412
25 Contributions, gifts, grants paid....... 4,070,170 4,296,019
26 Total expenses and disbursements. Add lines 24 and 25 6,447,974 545,164   5,847,431
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,809,080
b Net investment income (if negative, enter -0-) 11,414,534
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,262,365 1,867,409 1,867,409
3 Accounts receivable right arrow5,750
Less: allowance for doubtful accounts right arrow   18 5,750 5,750
4 Pledges receivable right arrow134,847
Less: allowance for doubtful accounts right arrow   7,500 134,847 134,847
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 80,070 33,362 33,362
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 89,007,191 Click to see attachment
List of Attached Documents:
// Content
95,466,047 		95,466,047
c Investments—corporate bonds (attach schedule)....... 26,822,326 Click to see attachment
List of Attached Documents:
// Content
30,767,596 		30,767,596
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow679,812
Less: accumulated depreciation (attach schedule) right arrow516,910 228,148 Click to see attachment
List of Attached Documents:
// Content
162,902 		162,902
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
171,981 		Click to see attachment
List of Attached Documents:
// Content
115,104 		Click to see attachment
List of Attached Documents:
// Content
115,104
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 118,579,599 128,553,017 128,553,017
Liabilities 17 Accounts payable and accrued expenses.......... 112,499 123,186
18 Grants payable................. 45,000  
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
528,595 		Click to see attachment
List of Attached Documents:
// Content
602,005
23 Total liabilities (add lines 17 through 22)......... 686,094 725,191
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 117,886,005 127,524,834
25 Net assets with donor restrictions............ 7,500 302,992
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 117,893,505 127,827,826
30 Total liabilities and net assets/fund balances (see instructions). 118,579,599 128,553,017
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
117,893,505
2
Enter amount from Part I, line 27a .....................
2
5,809,080
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
4,125,241
4
Add lines 1, 2, and 3 ..........................
4
127,827,826
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
127,827,826
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 36,933,840   27,989,618 8,944,222
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       8,944,222
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 8,944,222
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 158,662
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 158,662
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 158,662
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 95,962
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 90,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 185,962
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 27,300
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow27,300 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWI
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.SIEBERTFOUNDATION.ORG
14
The books are in care ofright arrowCHARLOTTE JOHN-GOMEZ Telephone no.right arrow (414) 269-2834

Located atright arrowPO BOX 755MILWAUKEEWI ZIP+4right arrow53201
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CHARLOTTE JOHN-GOMEZ PRESIDENT & CEO
40.00 		221,111 32,622 0
PO BOX 755
MILWAUKEE,WI53201
DR JOAN M PRINCE BOARD CHAIR
4.00 		13,750 0 0
PO BOX 755
MILWAUKEE,WI53201
DR EMILY VAN DUNK VICE-CHAIR & SECRETARY
4.00 		13,750 0 0
PO BOX 755
MILWAUKEE,WI53201
KURTISS R KRUEGER TREASURER
4.00 		13,750 0 0
PO BOX 755
MILWAUKEE,WI53201
THOMAS J KAMMERAIT DIRECTOR
2.00 		0 0 0
PO BOX 755
MILWAUKEE,WI53201
DENI D NAUMANN DIRECTOR
2.00 		0 0 0
PO BOX 755
MILWAUKEE,WI53201
PATRICIA CONTRERAS DIRECTOR
2.00 		13,750 0 0
PO BOX 755
MILWAUKEE,WI53201
JULIE VAN CLEAVE DIRECTOR
2.00 		13,750 0 0
PO BOX 755
MILWAUKEE,WI53201
KURT BECHTHOLD DIRECTOR
2.00 		12,000 0 0
PO BOX 755
MILWAUKEE,WI53201
CATHERINE JACOBSON DIRECTOR
2.00 		12,000 0 0
PO BOX 755
MILWAUKEE,WI53201
DAVID J RODGERS DIRECTOR
2.00 		13,750 0 0
PO BOX 755
MILWAUKEE,WI53201
ABIGAIL SCHUMWINGER DIRECTOR
2.00 		13,750 0 0
PO BOX 755
MILWAUKEE,WI53201
DEREK TYUS DIRECTOR
2.00 		12,000 0 0
PO BOX 755
MILWAUKEE,WI53201
ERIC TILLICH DIRECTOR
2.00 		10,750 0 0
PO BOX 755
MILWAUKEE,WI53201
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
SARAH GILDAY DIRECTOR OF PHILANTH
40.00 		146,833 21,484 0
PO BOX 755
MILWAUKEE,WI53201
MICHELLE BURMEISTER PROGRAM DIRECTOR
40.00 		128,990 18,351 0
PO BOX 755
MILWAUKEE,WI53201
KALYANI GRASSO DIRECTOR OF COMM & P
40.00 		89,321 12,395 0
PO BOX 755
MILWAUKEE,WI53201
JAQUITA MONTGOMERY SENIOR OPERATIONS SP
40.00 		72,826 10,468 0
PO BOX 755
MILWAUKEE,WI53201
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
PRUDENTIAL TRUST COMPANY INVESTMENT ADVISOR 120,556
PO BOX 5262
NEW YORK,NY10087
NEWTON INVESTMENT MANAGEMENT NORTH AMERICA LLC INVESTMENT ADVISOR 99,481
201 WASHINGTON ST 15TH FL 024-0154
BOSTON,MA02108
MERCER INVESTMENT ADVISOR 96,286
99 HIGH STREET
BOSTON,MA02110
CLIFTONLARSONALLEN LLP ACCOUNTING 76,387
10401 W INNOVATION DR STE 300
WAUWATOSA,WI53226
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1 NONE 0
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
124,899,580
b
Average of monthly cash balances.......................
1b
782,926
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
125,682,506
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
125,682,506
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,885,238
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
123,797,268
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,189,863
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
6,189,863
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
158,662
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
158,662
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,031,201
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
6,031,201
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,031,201
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
5,847,431
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
5,847,431
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 6,031,201
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 6,885
e From 2023...... 344,571
f Total of lines 3a through e ........ 351,456
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,847,431
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 5,847,431
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 183,770 183,770
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 167,686
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		167,686
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 167,686
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
SIEBERT LUTHERAN FOUNDATION INC
PO BOX 755
MILWAUKEE,WI53201
(414) 269-2832
bThe form in which applications should be submitted and information and materials they should include:
ALL APPLICATIONS AND LETTERS OF INQUIRY MUST BE SUBMITTED ONLINE AT HTTPS://WWW.SIEBERTFOUNDATION.ORG/ONLINE-GRANT-PORTAL. PROSPECTIVE GRANTEES SHOULD FIRST SUBMIT AN ONLINE LETTER OF INTENT, AND THEN UPON RECEIVING APPROVAL SHOULD COMPLETE THE ONLINE GRANT APPLICATION.
cAny submission deadlines:
LETTERS OF INTENT & APPLICATIONS ARE DUE SPRING AND FALL, PER TIMELINES ON WWW.SIEBERTFOUNDATION.ORG
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANT FUNDING PRIORITIES INCLUDE: (1) GROWING THE BODY OF CHRIST, (2) EDUCATING WHILE SHARING THE GOSPEL OF JESUS CHRIST, AND (3) SERVING AS THE HANDS AND FEET OF CHRIST. SIEBERT LUTHERAN FOUNDATION HAS INTERNAL DECISION-MAKING PROCESSES BASED ON THE BOARD-APPROVED STRATEGIC PLAN.
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ALL PEOPLES CHURCH

PO BOX 26509
MILWAUKEE,WI53226 		N/A PC ALL PEOPLES NEIGHBORHOOD MINISTER, OPERATING SUPPORT 30,000

ATK MINISTRY INC

2115 SOUTH 97TH STREET
WEST ALLIS,WI53227 		N/A PC ATK MINISTRY AFTER SCHOOL YOUTH PROGRAM 20,000

BEAUTIFUL SAVIOR LUTHERAN CHURCH

3205 N 85TH ST
MILWAUKEE,WI53222 		N/A PC BEAUTIFUL SAVIOR YOUTH PROGRAMS 10,000

BENEDICTION LUTHERAN CHURCH

8475 WEST FOND DU LAC AVENUE
MILWAUKEE,WI53225 		N/A PC BENEDICTION SOCIAL MINISTRY DIRECTOR 20,000

BREAD OF HEALING CLINIC- CROSS LC

1821 N 16TH STREET
MILWAUKEE,WI53205 		N/A PC SELF-STABILIZATION THROUGH INTEGRATIVE HEALTH ACCESS GRANT 72,023

CAMP LUTHER INC

1889 KOUBENEC RD
THREE LAKES,WI54562 		N/A PC NEXT GENERATION SERVANT LEADERSHIP PROGRAM 40,000

CENTER FOR URBAN TEACHING

2600 WEST WISCONSIN AVENUE
MILWAUKEE,WI53233 		N/A PC RECRUIT, PREPARE & SUPPORT URBAN TEACHERS 316,223

CHAPLAINS IN SCHOOL INC

2225 N 1ST ST
MILWAUKEE,WI53212 		N/A PC RESILIENT FAITH PROJECT AND OPERATING SUPPORT 56,800

CHRIST-ST PETER LUTHERAN SCHOOL

2229 WEST GREENFIELD AVENUE
MILWAUKEE,WI53204 		N/A PC EXPANDING PARTNERS PROJECT OF SOUTH SIDE MILWAUKEE 20,000

COMMUNITY WAREHOUSE INC

521 SOUTH 9TH STREET
MILWAUKEE,WI53204 		N/A PC PARTNERS IN HOPE MENTORING PROGRAM 30,000

CROSS LUTHERAN CHURCH

1821 N 16TH ST
MILWAUKEE,WI53205 		N/A PC CROSS BREAD OF HEALING EMPOWERMENT MINISTRY 101,000

DIVINE REDEEMER LUTHERAN CHURCH & SCHOOL

31385 HILL ROAD
HARTLAND,WI53029 		N/A PC NEW CAFETERIA CHAIRS, CLASSROOM TECHNOLOGY, AND BASKETBALL HOOP REPAIRS 25,000

EBENEZER STONE MINISTRIES INC

1127 SOUTH 35TH STREET
NEW BERLIN,WI53151 		N/A PC FOOD PROGRAM AND COMMUNITY CENTER OPERATING SUPPORT 127,376

ELCA GREATER MILWAUKEE SYNOD

1212 S LAYTON BLVD
MILWAUKEE,WI53215 		N/A PC EVALUATING AND COACHING TO SUPPORT DIVERSITY GROWTH IN CONGREGATIONS 50,000

ELCA GREATER MILWAUKEE SYNOD - THE TABLE

1212 S LAYTON BLVD
MILWAUKEE,WI53215 		N/A PC CREATING OPPORTUNITIES TO EXPLORE FAITH AND VOCATION 10,000

ELCA GREATER MILWAUKEE SYNOD- BREAKING THE CHAINS

1212 S LAYTON BLVD
MILWAUKEE,WI53215 		N/A PC EXPANDING THE MINISTRY OF BREAKING THE CHAINS CHURCH 50,000

ELCA LA CROSSE AREA SYNOD

2301 SOUTH AVENUE
LA CROSSE,WI54601 		N/A PC SYNOD-WIDE LAY PASTORAL CARE NETWORK 30,000

ELCA OUTREACH CENTER

6218 26TH AVE
KENOSHA,WI53143 		N/A PC HELPING CITIZENS MOVE TOWARDS SELF-SUFFICIENCY, OPERATING SUPPORT 60,931

ELCA SOUTH-CENTRAL SYNOD OF WISCONSIN

4001 MANDRAKE ROADPO BOX 14496
MADISON,WI53708 		N/A PC PARROQUIA SANTA MARIA LATINO MINISTRY 30,000

ELCA WORLD HUNGER - GIFT PROCESSING CENTER

PO BOX 1809
MERRIFIELD,VA22116 		N/A PC WORLD HUNGER 2,000

EMAUS ELCA

1925 SUMMIT AVE
RACINE,WI53404 		N/A PC EMAUS EDUCATION AND NEIGHBORHOOD OUTREACH, NEIGHBORHOOD CAMP, AND EASY PROGRAM 91,000

FEEDING AMERICA EASTERN WISCONSIN

1700 W FOND DU LAC AVE
MILWAUKEE,WI53205 		N/A PC HUNGER RELIEF 150,500

GOOD SHEPHERD LUTHERAN CHURCH

5701 RAYMOND RD
MADISON,WI53711 		N/A PC OUTREACH, CARE OF CONGREGATION INITIATIVES, RIC EDU RESOURCES, & ORCHARD RIDGE PROGRAMS 7,000

GRACE IN ACTION - MLI

201 N STATE ST
NEW ULM,MN56073 		N/A PC PASTORAL LEADERSHIP DEVELOPMENT 150,500

HAMILTON EDUCATION FOUNDATION

PO BOX 473
SUSSEX,WI53089 		N/A PC EDUCATOR ENRICHMENT GRANTS-EMPLOYEE MATCH 250

HEPHATHA LUTHERAN CHURCH

1720 W LOCUST STREET
MILWAUKEE,WI53206 		N/A PC STRONG BABY SANCTUARY NEIGHBORHOOD MINISTER, YOUTH MINISTRY, HEALTHY HOMES COLLABORATION 87,000

HOLY CROSS LUTHERAN CHURCH

W156 N8131 PILGRIM RD
MENOMONEE FALLS,WI53051 		N/A PC PLANNING & DEVELOPMENT OF HOLY CROSS SCHOOL, K5-5TH GRADE 15,000

IGLESIA LUTERANASANTA FE LUTHERAN CHURCH

209 E BARCELONA RD
SANTA FE,NM87505 		N/A PC NEIGHBORHOOD MINISTER 20,000

IMMANUEL LUTHERAN SCHOOL

13445 HAMPTON ROAD
BROOKFIELD,WI53005 		N/A PC SPECIAL NEEDS EXPANSION AND SOCIAL EMOTIONAL COUNSELING 50,000

IMPACT100 GREATER MILWAUKEE

PO BOX 1061
BROOKFIELD,WI53008 		N/A PC SUPPORT IMPACT100 GRANTS- EMPLOYEE MATCH 550

INCARNATION LUTHERAN CHURCH

1510 W KEEFE AVENUE
MILWAUKEE,WI53206 		N/A PC INCARNATION'S CAMP HOPE SUMMER PROGRAM 8,000

INTERNATIONAL CHURCH OF ZION

8475 W FOND DU LAC AVENUE
MILWAUKEE,WI53225 		N/A PC MILWAUKEE AFRICAN IMMIGRANT MINISTRY 40,000

JACARRIE KICKS FOR KIDS

7972 WEST APPLETON AVENUE
MILWAUKEE,WI53218 		N/A PC SUMMER SCHOLARS 40,000

JOBSWORK MKE (FORMERLY MILWAUKEE COMM BUSINESS COLLABORATIVE)

2153 NORTH DOCTOR MARTIN LUTHER
KING JUNIOR DRIVESUITE 1100
MILWAUKEE,WI53212 		N/A PC TRANSFORMING LIVES THROUGH CAREERS, OPERATING SUPPORT 91,635

JOURNEYS LUTHERAN SCHOOL

5425 S 111TH STREET
HALES CORNERS,WI53130 		N/A PC FIELD TRIPS TO LEARN LIFE SKILLS, OPERATING SUPPORT 19,671

JUNIOR CUP GOLF

N75W17352 WILSON DRIVE
MENOMONEE FALLS,WI53051 		N/A PC JUNIOR CHARGERS PROGRAM-EMPLOYEE MATCH 100

JUST ONE MORE MINISTRY

4180 N LYDELL AVE
GLENDALE,WI53212 		N/A PC FEEDING HUNGRY PEOPLE AND FOOD BANKS 53,000

KINGDOM PREP HIGH SCHOOL

2520 NORTH WAUWATOSA AVENUE
WAUWATOSA,WI53213 		N/A PC CURRICULUM REDEVELOPMENT AND IMPLEMENTATION, OPERATING SUPPORT 58,526

KINGSPATH SENIOR MINISTRIES

504 WEST JUNEAU AVENUE
MILWAUKEE,WI53203 		N/A PC SPERO CHAPLAINCY PROGRAM 50,000

LA CAUSA

413 WEST SCOTT STREET
MILWAUKEE,WI53204 		N/A PC 2024 CELEBRATION HOPE ON THE HORIZON-EMPLOYEE MATCH 100

LIGHTHOUSE YOUTH CENTER

5641 N 68TH ST
MILWAUKEE,WI53218 		N/A PC 2024 WLS VICARS & WLC STUDENT EMPLOYEES 60,000

LUTHER PREPARATORY SCHOOL

1300 WESTERN AVENUE
WATERTOWN,WI53094 		N/A PC ROOM AND BOARD FOR MILWAUKEE PARENTAL CHOICE PROGRAM STUDENTS 60,000

LUTHER SEMINARY

2481 COMO AVE
ST PAUL,MN55108 		N/A PC MISSIONAL LEADERSHIP COHORT FOR PASTORS (COACHING), SIEBERT FRESH EXPRESSIONS INITIATIVE 168,000

LUTHERAN CAMPUS MINISTRY IN GREATER MILWAUKEE

3074 N MARYLAND AVE
MILWAUKEE,WI53211 		N/A PC LEADERSHIP DEVELOPMENT AND VISIONING FOR LUTHERAN CAMPUS MINISTRY, OPERATING SUPPORT 45,700

LUTHERAN CHURCH OF THE REFORMATION

3806 WEST LISBON AVENUE
MILWAUKEE,WI53208 		N/A PC SUMMER WORKS PROGRAM/ SALT, AND REFORMATION NEIGHBORHOOD MINISTER 35,000

LUTHERAN COUNSELING AND FAMILY SERVICES

3800 N MAYFAIR RD
WAUWATOSA,WI53222 		N/A PC COUNSELING FOR CHILDREN AND STAFF 131,000

LUTHERAN HIGH SCHOOL ASSOCIATION OF GREATER MILWAUKEE

10427 W LINCOLN AVENUE
GREENDALE,WI53129 		N/A PC ADD CLASSROOMS/OFFICE RELOCATION, COLLEGE POSSIBLE SUPPORT FOR LUTHERAN SCHOOLS, OPERATING SUPPORT 156,750

LUTHERAN SOCIAL SERVICES OF WISCONSIN & UPPER MICHIGAN

6737 W WASHINGTON STSUITE 2275
WEST ALLIS,WI53214 		N/A PC SCHOOL CENTERED MENTAL HEALTH AND FAMILY COACHING 60,000

LUTHERDALE MINISTRIES

N7891 US HWY 12
ELKHORN,WI53121 		N/A PC URBAN CAMPING PARTNERSHIP PROGRAM 30,000

MARTIN LUTHER COLLEGE

1995 LUTHER COURT
NEW ULM,MN56073 		N/A PC COMPETENCY- BASED EDUCATION OF MILWAUKEE SCHOOLS 20,000

MILWAUKEE RESCUE MISSION

830 NORTH 19TH STREET
MILWAUKEE,WI53233 		N/A PC OPERATING SUPPORT-EMPLOYEE MATCH 258

MOUNT CALVARY COMMUNITY DEVELOPMENT CORPORATION

2862 N 53RD STREET
MILWAUKEE,WI53210 		N/A PC THE CREATION OF A PEACH ORCHARD, IN HONOR OF EDGAR RUSSELL, AT ITS URBAN FARM 2,500

MR BOBS UNDER THE BRIDGE INC

2360 DAKOTA DRIVE
GRAFTON,WI53024 		N/A PC OPERATING SUPPORT-EMPLOYEE MATCH 357

NEAR WEST SIDE PARTNERS

801 NORTH 27TH STREET
MILWAUKEE,WI53208 		N/A PC COMMUNITY SPONSORSHIP AND TO DEVELOP AND MAINTAIN THE NEIGHBORHOOD 5,000

NEWTHREADS OF HOPE

3001 NORTH 112TH STREET
WAUWATOSA,WI53222 		N/A PC TWO TUNICS PROGRAM 25,000

NORTH WISCONSIN DISTRICT LCMS

3103 SEYMOUR LN
WAUSAU,WI54401 		N/A PC 2024-25 SMP & EIIT SUDENT SUPPORT 20,500

OLGA NEIGHBORHOOD WELLNESS SERVICES INC

631 N 19TH STREET
MILWAUKEE,WI53233 		N/A PC OLGA WELLNESS SERVICES 57

OUR REDEEMER LUTHERAN CHURCH

10025 W NORTH AVE
WAUWATOSA,WI53226 		N/A PC TIME IS NOW, OPERATING SUPPORT 14,000

OUTREACH FOR HOPE INC

1212 S LAYTON BLVD
MILWAUKEE,WI53215 		N/A PC OPERATING SUPPORT, 2024 RIDE/RUN/WALK SPONSORSHIP 1,705

PASTORAL LEADERSHIP INSTITUTE

PO BOX 972
WHEATON,IL60187 		N/A PC PASTORAL LEADERSHIP DEVELOPMENT 94,500

PEACE LUTHERAN CHURCH - AMHERST

293 SOUTH MAIN STREET
AMHERST,WI54406 		N/A PC SUPPORT FOR IMMIGRANT FAMILY 500

PEACE LUTHERAN CHURCH - ARBOR VITAE

10868 OLD HIGHWAY 51 NORTH
ARBOR VITAE,WI54568 		N/A PC PASTOR DESIGNATION WITH ELDER/TRUSTEE APPROVAL 1,000

PROJECT RETURN

2821 VEL R PHILLIPS AVENUESUITE 223
MILWAUKEE,WI53212 		N/A PC RE-ENTRY SERVICES FOR FORMERLY INCARCERATED PEOPLE, OPERATING SUPPORT 82,398

RACINE LUTHERAN HIGH SCHOOL

251 LUEDTKE AVE
RACINE,WI53405 		N/A PC HIGH SCHOOL GAP AND OPERATING SUPPORT 19,450

REDEEMER LUTHERAN CHURCH

631 N 19TH STREET
MILWAUKEE,WI53233 		N/A PC LOVE YOUR NEIGHBOR CAPITAL CAMPAIGN, OPERATING SUPPORT 46,579

REDEMPTION EVANGELICAL LUTHERAN CHURCH

5641 NORTH 68TH STREET
MILWAUKEE,WI53218 		N/A PC NEIGHBORHOOD RESOURCE ASSISTANCE PROGRAM 30,000

ROCK OF AGES

10441 WI-70
MINOCQUA,WI54548 		N/A PC OPERATING SUPPORT 1,000

SERENITY INNS INC

2825 W BROWN STREET
MILWAUKEE,WI53208 		N/A PC RECOVERY PROGRAM AND NEW TREATMENT FACILITY, OPERATING SUPPORT, CAPITAL CAMPAIGN 184,473

SHORELAND LUTHERAN HIGH SCHOOL

9026 12TH STREET
KENOSHA,WI53144 		N/A PC HIGH SCHOOL GAP AND OPERATING SUPPORT 13,550

SOUTH WISCONSIN DISTRICT LC-MS

8100 W CAPITOL DRIVE
MILWAUKEE,WI53222 		N/A PC EIIT STUDENT SUPPORT, OPERATING SUPPORT 4,333

ST JOHN'S LUTHERAN CHURCH - MADISON

322 EAST WASHINGTON AVENUE
MADISON,WI53703 		N/A PC ST. JOHNS LUTHERAN CHURCH REDEVELOPMENT PROJECT 50,000

ST MARCUS LUTHERAN SCHOOL

2215 N PALMER ST
MILWAUKEE,WI53212 		N/A PC EXPANSION OF SPECIAL EDUCATION AND MENTAL HEALTH SERVICES, OPERATING SUPPORT 54,000

ST PAUL'S LUTHERAN CHURCH

S66W14325 JANESVILLE RD
MUSKEGO,WI53150 		N/A PC SECOND WORSHIP SITE 15,000

ST PAUL'S LUTHERAN CHURCH-MILWAUKEE

2812 W WISCONSIN AVE
MILWAUKEE,WI53208 		N/A PC NEIGHBORHOOD MINISTER 5,820

ST PETER LUTHERAN CHURCH - APPLETON

N2740 NORTH FRENCH ROAD
APPLETON,WI54913 		N/A PC 922 MINISTRIES CHURCH ONLINE 49,713

ST PHILIP'S LUTHERAN CHURCH

3012 N HOLTON ST
MILWAUKEE,WI53212 		N/A PC OPERATING SUPPORT 10,000

TEMPO FOUNDATION

275 WEST WISCONSIN AVENUESUITE 260
MILWAUKEE,WI53203 		N/A PC OPERATING SUPPORT-EMPLOYEE MATCH 200

THE ALS ASSOCIATION DEVELOPMENT DEPARTMENT

PO BOX 37022
BOONE,IA50037 		N/A PC CARE SERVICES SUPPORT AND EVENTS IN WISCONSIN-EMPLOYEE MATCH 105

THE HOPE CENTER APPLETON

1316 WEST LAWRENCE STREET
APPLETON,WI54914 		N/A PC COORDINATOR OF DISCIPLESHIP 50,000

THE LUTHERAN HOME FOUNDATION INC

8220 HARWOOD AVENUE
WAUWATOSA,WI53213 		N/A PC HARWOOD PLACE JOYFUL LIVING CAMPAIGN - CHAPEL RENOVATION, OPERATING SUPPORT 110,000

UNITY EV LUTHERAN CHURCH

1025 E OKLAHOMA AVE
MILWAUKEE,WI53207 		N/A PC NEIGHBORHOOD OUTREACH 20,000

VIBRANT FAITH MINISTRIES

138 RIVER WOODS LANE
BURNSVILLE,MN55337 		N/A PC PASTORAL LEADERSHIP DEVELOPMENT 105,000

VICTORY OF THE LAMB LUTHERAN CHURCH

11120 WEST LOOMIS ROAD
FRANKLIN,WI53132 		N/A PC TEEN MISSION/YOUTH RALLY TRIPS AND SANCTUARY INVESTMENTS 12,000

WARTBURG THEOLOGICAL SEMINARY

333 WARTBURG PL
DUBUQUE,IA52003 		N/A PC WARTBURG SEMINARY STUDENT SUPPORT (TEEM & JOURNEY TOGETHER) 50,000

WISCONSIN EVANGELICAL LUTHERAN SYNOD KINGDOM WORKERS INC

N19W24075 RIVERWOOD DRIVESTE 200
WAUKESHA,WI53188 		N/A PC ENHANCING FOSTER SUPPORT PROGRAM IN SOUTHEAST WISCONSIN 25,000

WISCONSIN INMATE EDUCATION ASSOCIATION

1201 SWEETBRIAR LANE
HARTLAND,WI53029 		N/A PC OPERATION TRANSFORMATION-PRISON SEMINARY, OPERATING SUPPORT 66,817

WISCONSIN LUTHERAN CHILD AND FAMILY SERVICE

W175N11120 STONEWOOD DR
GERMANTOWN,WI53022 		N/A PC YOUTH COUNSELING INITIATIVE, OPERATING SUPPORT 189,418

WISCONSIN LUTHERAN COLLEGE

8800 W BLUEMOUND RD
MILWAUKEE,WI53226 		N/A PC MASTER OF PROFESSIONAL COUNSELING DEGREE LAUNCH, OPERATING SUPPORT 59,551

WISCONSIN LUTHERAN HIGH SCHOOL

330 N GLENVIEW AVE
MILWAUKEE,WI53213 		N/A PC HIGH SCHOOL GAP OPERATING SUPPORT 48,050

WISCONSIN LUTHERAN SEMINARY

11831 N SEMINARY DR
MEQUON,WI53092 		N/A PC PRE-SEMINARY AND SEMINARY TRAINING PROGRAMS 22,000

WISCONSIN PHILANTHROPY NETWORK

790 N MILWAUKEE ST
MILWAUKEE,WI53202 		N/A PC RESOURCES FOR FACILITATING THOUGHT-LEADERSHIP CONVENINGS AND CREATING PROGRAMING 5,300

WOMEN'S FUND OF GREATER MILWAUKEE

316 NORTH MILWAUKEE STREET
MILWAUKEE,WI53202 		N/A PC FOR WOMEN'S FUND POWER ILLUMINATORS- EMPLOYEE MATCH 250
Total .................................right arrow 3a 4,296,019
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 41  
4 Dividends and interest from securities ....     14 3,015,435  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 8,929,193  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER MISCELLANEOUS INCOME 		    14 2,200  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 11,946,869 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
11,946,869
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
SIEBERT LUTHERAN FOUNDATION INC
 
Employer identification number

39-6050046
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
SIEBERT LUTHERAN FOUNDATION INC
  		Employer identification number
39-6050046
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
DEBBIE AND JAMES BIRENBAUM
904 BEECH DRIVE
 
PLYMOUTH, WI53073

$ 12,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
JODI AND MATT BUROW
5138 BOETTCHER DR
 
WEST BEND, WI530958449

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
BRENDA SKELTON-BENDTSEN AND JAMES B
S90W22795 MILWAUKEE AVE
 
BIG BEND, WI531039551

$ 7,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
DR EMILY VAN DUNK AND ERIK LEE
929 N ASTOR ST UNIT 2202
 
MILWAUKEE, WI532023489

$ 7,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
WE RAISE
 
1 PIERCE PL STE 250
 
ITASCA, IL601431253

$ 8,850


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
THE KAMMERAIT AND NEMETH FAMILIES
PO BOX 755
 
MILWAUKEE, WI53201

$ 7,500


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
SIEBERT LUTHERAN FOUNDATION INC
  		Employer identification number
39-6050046
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
CATHY AND GREG BUCK
2540 WHIPPLETREE LN
 
BROOKFIELD, WI530454277

$ 8,998


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
DEREK TYUS
226 N WATER ST APT 404
 
MILWAUKEE, WI532025724

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
MARS FAMILY FOUNDATION
 
9850 S 54TH ST
 
FRANKLIN, WI531328668

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
CATHERINE AND ERIC JACOBSON
18280 PEREGRINE LN
 
BROOKFIELD, WI530456320

$ 5,486


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
CHRISTIE AND BILL KRUGLER
6012 N BERKELEY BLVD
 
WHITEFISH BAY, WI532174642

$ 20,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
THE KAMMERAIT AND NEMETH FAMILIES
PO BOX 755
 
MILWAUKEE, WI53201

$ 83,600


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
SIEBERT LUTHERAN FOUNDATION INC
  		Employer identification number
39-6050046
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
LORI AND KURT BECHTHOLD
9701 N COLUMBIA DR
 
MEQUON, WI530925644

$ 83,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
ERIC AND LORI LORENZ
9801 N HILLTOP LANE
 
MEQUON, WI530925357

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
JACQUELINE AND DANIEL ROBINSON
1022 MAPLE STREET
 
LOMIRA, WI53048

$ 12,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
LAURIE AND TIM ROWINSKY
1708 S DERKS DRIVE
 
APPLETON, WI54915

$ 12,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
ROBIN AND ERIC HONISH
1568 PARKWAY DRIVE
 
PORT WASHINGTON, WI53074

$ 12,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
SIEBERT LUTHERAN FOUNDATION INC
  		Employer identification number

39-6050046
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
7
 266 SHARES BALL $ 8,998 2024-11-22
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
10
 199 SHARES FIDELITY MUTUAL FUNDS $ 5,486 2024-11-18
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
SIEBERT LUTHERAN FOUNDATION INC
  		Employer identification number

39-6050046
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 81,065 64,852   15,975
AUDIT FEES 13,300 6,650   6,650

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 DepreciationSchedule
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
BUILDOUTS 2017-07-01 518,291 336,889 SL 10.000000000000 51,829 0    
ALARM SYSTEM 2017-07-01 25,960 16,874 SL 10.000000000000 2,596 0    
INTERCOM WITH CAMERA 2018-03-01 3,490 1,920 SL 10.000000000000 349 0    
COMPUTER ACCESSORIES 2013-09-25 781 781 SL 5.000000000000 0 0    
BOARD ROOM TABLE & CHAIRS 2016-04-01 9,868 7,401 SL 10.000000000000 987 0    
ADJUSTABLE DESK - MICHELLE 2016-04-15 994 994 SL 5.000000000000 0 0    
DELL DESKTOP/MONITOR - DEB 2016-05-12 2,530 2,530 SL 5.000000000000 0 0    
MS OFFICE SOFTWARE & VARIOUS 2016-06-06 6,339 6,339 SL 3.000000000000 0 0    
FURNITURE 2017-07-01 44,165 28,708 SL 10.000000000000 4,417 0    
TELEPHONE SYSTEM 2017-07-01 5,451 3,543 SL 10.000000000000 545 0    
OFFICE SIGNAGE 2017-07-01 6,339 4,120 SL 10.000000000000 634 0    
BIG SCREEN - CONF ROOM 2017-07-01 19,940 19,940 SL 5.000000000000 0 0    
APPLIANCES 2017-07-01 2,923 2,923 SL 5.000000000000 0 0    
WINDOW TREATMENTS 2017-07-01 11,975 7,784 SL 10.000000000000 1,198 0    
FURNITURE FOR COO 2018-03-05 14,610 8,036 SL 10.000000000000 1,461 0    
DELL LAPTOPS (GRASSO & MICHELLE) 2020-04-01 3,175 2,223 SL 5.000000000000 635 0    
OFFICE MINI FRIDGE 2022-10-04 1,282 319 SL 5.000000000000 256 0    
LAPTOP & MONITOR (CHARLOTTE) 2023-01-01 1,699 340 SL 5.000000000000 340 0    

TY 2024 InvestmentsCorpBondsSchedule
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Name of Bond End of Year Book Value End of Year Fair Market Value
1,521,543 SH WTC CTF CORE BOND 15,930,556 15,930,556
1,009,546 SH BLACKROCK STRATEGIC INCOME 9,570,499 9,570,499
521,440 SH BAIRD ULTRA SHORT BOND INSTITUTIONAL 5,266,541 5,266,541

TY 2024 InvestmentsCorpStockSchedule
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Name of Stock End of Year Book Value End of Year Fair Market Value
1,270,795 SH JENNISON INSTL GROWTH 22,892,911 22,892,911
45,284 SH VANGUARD INSTL INDEX INSTL#94 21,686,508 21,686,508
490,552 SH MFS INTERNATIONAL EQUITY FUND R6 16,590,493 16,590,493
459,801 WTC-CTF-SMID 12,897,418 12,897,418
375,056 SH HARDING LOEVNER GLOBAL EQUITY PORI 12,710,662 12,710,662
497,249 SH PRINCIPAL DIVERSIFIED REAL ASSET 5,534,368 5,534,368
240,556 SH RBC EMERGING MARKETS EQUITY I 3,153,687 3,153,687

TY 2024 LandEtcSchedule2
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDOUTS 518,291 388,718 129,573  
ALARM SYSTEM 25,960 19,470 6,490  
INTERCOM WITH CAMERA 3,490 2,269 1,221  
COMPUTER ACCESSORIES 781 781 0  
BOARD ROOM TABLE & CHAIRS 9,868 8,388 1,480  
ADJUSTABLE DESK - MICHELLE 994 994 0  
DELL DESKTOP/MONITOR - DEB 2,530 2,530 0  
MS OFFICE SOFTWARE & VARIOUS 6,339 6,339 0  
FURNITURE 44,165 33,125 11,040  
TELEPHONE SYSTEM 5,451 4,088 1,363  
OFFICE SIGNAGE 6,339 4,754 1,585  
BIG SCREEN - CONF ROOM 19,940 19,940 0  
APPLIANCES 2,923 2,923 0  
WINDOW TREATMENTS 11,975 8,982 2,993  
FURNITURE FOR COO 14,610 9,497 5,113  
DELL LAPTOPS (GRASSO & MICHELLE) 3,175 2,858 317  
OFFICE MINI FRIDGE 1,282 575 707  
LAPTOP & MONITOR (CHARLOTTE) 1,699 680 1,019  


TY 2024 LegalFeesSchedule
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES - GENERAL 3,585 0   3,480


TY 2024 OtherAssetsSchedule
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST AND DIVIDENDS RECEIVABLE 20,283 5,543 5,543
OPERATING LEASE, ROU ASSET (NET) 151,698 109,561 109,561


TY 2024 OtherExpensesSchedule
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ANALYSIS SERVICE CHARGE 2,172 0   2,172
DUES 27,016 0   27,016
INSURANCE 24,192 0   24,192
INFORMATION TECHNOLOGY 40,699 981   39,540
MARKETING/COMMUNICATIONS 31,691 0   31,551
TELEPHONE 6,455 452   6,003
PROFESSIONAL DEVELOPMENT 4,210 421   4,014
OFFICE EXPENSE 27,967 0   28,481
LUTHERAN GRANTMAKERS & DONORS 18 0   18
MISCELLANEOUS 3 0   3


TY 2024 OtherIncomeSchedule2
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER MISCELLANEOUS INCOME 2,200   2,200


TY 2024 OtherIncreasesSchedule
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Description Amount
UNREALIZED GAIN 4,125,241


TY 2024 OtherLiabilitiesSchedule
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED EXCISE TAX 361,000 479,401
OPERATING LEASE LIABILITY 167,595 122,604


TY 2024 OtherProfessionalFeesSchedule
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MONEY MANAGER FEES 250,189 250,189   0
CONSULTING FEES - INVESTMENTS 79,669 79,669   0
CUSTODIAL FEES 22,398 22,398   0
CONSULTANTS - EXEMPT 72,042 0   72,042


TY 2024 TaxesSchedule
Name:
SIEBERT LUTHERAN FOUNDATION INC
EIN:
39-6050046
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FORM 990-T TAX EXPENSE 1,449 0   0
EXCISE TAX 216,000 0   0